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Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all!   Read More...


Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


Is there a way to see a list of matters with Task Based Billing enabled?   Read More...


We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered?   Read More...


Accounts Payable Q&A: Aging Periods

July 2022    Tags:
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Our partner wants to see specific aging periods on the Aged Unpaid Invoice Report. How can we change what periods are shown?   Read More...